Insider Trading June 12, 2026 07:17 PM

Thrivent Financial Reduces Stake in Gloo Holdings Amid Revenue Surge

Executive divestment coincides with strong first-quarter earnings and upgraded analyst outlook for the fintech firm.

By Sofia Navarro
Share
Twitter Reddit Facebook LinkedIn
GLOO

Thrivent Financial for Lutherans, a major shareholder, has executed a series of share disposals in Gloo Holdings, Inc. (NASDAQ: GLOO). The transactions, totaling approximately $147,749, occurred between June 10 and June 12, 2026. This selling activity takes place against a backdrop of significant operational improvements for Gloo Holdings, including a substantial revenue increase in its fiscal first quarter of 2026 and an upgraded price target from Benchmark.

Thrivent Financial Reduces Stake in Gloo Holdings Amid Revenue Surge
GLOO
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • Thrivent Financial executed three separate share sales between June 10 and June 12, 2026, totaling approximately $147,749 in value. The firm remains a ten percent owner with 4,754,500 shares held post-transaction.
  • Gloo Holdings reported a 238% revenue increase to $41.5 million in fiscal Q1 2026, surpassing analyst estimates by 15.28%, which prompted Benchmark to raise its price target to $15.00 while maintaining a Buy rating.
  • The transactions occurred while GLOO traded near its 52-week low of $4.45, with the stock down 13% over the prior week, though post-earnings data shows after-hours gains and ongoing analyst optimism about undervaluation.

Thrivent Financial for Lutherans, a notable institutional investor in Gloo Holdings, Inc. (NASDAQ: GLOO), has reduced its position through a series of share sales. The financial services firm disposed of holdings valued at approximately $147,749 over a three-day period in mid-June 2026. These transactions reflect a strategic adjustment in portfolio allocation rather than a reflection of the underlying company's operational trajectory.

The divestment activity was executed across three distinct dates. On June 10, 2026, Thrivent Financial sold 8,477 shares of Class A Common Stock. These specific shares were transacted at prices ranging from $4.69 to $4.71 per share. The following day, June 11, 2026, the firm sold an additional 12,400 shares. The pricing for this second batch of transactions varied between $4.53 and $4.72 per share. The series of dispositions concluded on June 12, 2026, with the sale of 11,100 shares. These final shares were sold at prices ranging from $4.57 to $4.705 per share.

Following the completion of these transactions, Thrivent Financial retains a direct ownership stake of 4,754,500 shares of Class A Common Stock in Gloo Holdings. The reporting entity continues to be classified as a ten percent owner of the company. The Form 4 filing detailing these transactions was signed by David S. Royal, who serves as the Executive Vice President, Chief Financial and Investment Officer for Thrivent Financial for Lutherans.

The stock performance context surrounding these sales is notable. GLOO has been trading near its 52-week low of $4.45. Over the week preceding the sales, the stock experienced a decline of approximately 13%. Despite this recent downward pressure, analysis from InvestingPro suggests the stock may be undervalued at current levels. The platform offers comprehensive research reports for GLOO and over 1,400 US equities, providing investors with additional analytical tips.

In contrast to the shareholder activity, Gloo Holdings has demonstrated strong operational momentum. The company reported its fiscal first-quarter 2026 results, highlighting a significant surge in revenue. Total revenue reached $41.5 million, representing a 238% increase compared to the same quarter in the previous year. This performance surpassed analyst forecasts by 15.28%.

While the company reported a negative earnings per share of -$0.21, the robust revenue growth and positive future guidance have been positively received by the market. In response to these developments, Benchmark has raised its price target for Gloo Holdings from $14.00 to $15.00. The firm has maintained a Buy rating on the stock, reflecting confidence in Gloo's continued execution and performance. This adjustment underscores the firm's optimism regarding the company's financial metrics and potential impact on investor sentiment.

Market data indicates mixed short-term trading activity. The stock closed at $4.57, down $0.06 or 1.30% on the day. However, after-hours trading showed a gain of $0.17, or 3.70%, to $4.74. This volatility highlights the dynamic nature of the stock as investors weigh recent insider sales against strong fundamental improvements.

Risks

  • Gloo Holdings reported a negative earnings per share of -$0.21, indicating that profitability challenges persist despite strong top-line revenue growth, which could impact long-term valuation.
  • The stock has experienced significant recent volatility, trading near its 52-week low and down 13% over the past week, suggesting potential market sensitivity to short-term price movements and insider activity.
  • Investor sentiment may be influenced by the contrast between strong operational metrics and recent insider selling, creating uncertainty regarding near-term price direction despite upgraded analyst targets.

More from Insider Trading

ARS Pharmaceuticals Executive Disposes of Shares Following Option Exercise Jun 12, 2026 Star Equity CEO Jeffrey Eberwein Acquires $20,516 in Common Stock Amid Active Management Buyback Jun 12, 2026 Silver Lake and Dell Director Egon Durban Execute $27.26 Million Share Sale Jun 12, 2026 CoreWeave Executive Brian Venturo Disposes of $7.45 Million in Class A Shares Amid Strategic Debt Issuance Jun 12, 2026 Dorian LPG Director Christina Tan Disposes of $251,608 in Company Stock Jun 12, 2026